Manage Expense Reports

Submit & Manage Expense Reports

• Submitting an Expense Report
• Following an Expense Report Situation
• Creating an Expense Report for a Third Party
• Guests from outside the company
• Currency management

Approve Expense Reports

• Expense report approval
• The Delegation in Cleemy Expenses
• Overriding Blocking Spending Limits

Export Expenses to Accounting

• Cleemy Expenses Exports – Common Mistakes
• Automating Cleemy Expenses Exports
• Configuring a Chart of Accounts
• Controlling Expense Reports
• Cleemy Expenses Accounting Export Module

Expense Payment

• Expense report payment with Cleemy Expenses
• The implicit payment at the time of the accounting export
• Using the Payment Module
• Adding Employee's Banking Information
• Configuring the payment module

Create Reports of Expenses

• Retrieving Expense Receipts
• Making a report about your internal attendees
• Creating expense report statements
• General statements module
• Dematerialisation service with probative value of receipts

Getting Started

• Cleemy Expenses Administrator Tasks
• The Life Cycle of Expenses

Manage Expense Policy

• Setting up Custom Expense Policies
• Defining the controls of an expense type
• Setting up Multi-Nature Controls
• Managing Leave Controls
• Managing Cross-Invitations

Manage Expense Nature

• Creating an Expense Nature
• Mileage Expenses
• “Restaurant and Guest” Expenses
• Configuring VAT recovery

Advanced Features

• Activating the Corporate Card Option when Submitting an Expense
• Limiting the entry of past and future expenses
• Natures Mapping Table